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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (47821)	1/31/2023 11:17:48 AM
From: neolib	Read Replies (1) \| Respond to of 72208

It will be interesting tomorrow with post AMD and FED up on the same day. Would be nice if they both swing in the positive direction, that could get some momentum going. The market is predisposed to rally currently IMHO, I can't believe that INTC has done as well as it has post their disaster. If AMD actually decouples from Intel, especially in guidance it would be awesome. But AMD hasn't been surprising to the upside recently. I'm loaded on shares and not hedged. I have an order for 80C this week at 1.35 to hedge, but the common would have to hit about 75.5 to fill. I'll most likely go unhedged. Best of luck to everyone!

To: Pravin Kamdar who wrote (47821)

1/31/2023 12:58:06 PM

From: Vattila

Read Replies (3) | Respond to of 72208

AMD 2022-Q4 EPS Contest (non-GAAP)

User	EPS	Revenue	Outlook
fastpathguru	n/a	n/a	n/a
gvatty	n/a	n/a	n/a
Joe NYC	$0.58	$5.20B	$5.30B
Kelvin C.P. Wang	$0.72	$5.70B	$5.80B
neolib	$0.69	$5.40B	$4.80B
Pravin Kamdar	$0.55	$5.20B	$5.30B
rzborusa	$0.63	$5.40B	$5.60B
Vattila	$0.70	$5.60B	$5.60B
Zacks Estimate	$0.66	$5.51B	$5.57B

Updated with Pravin's revision, raising his estimates (from $0.50, $5.00B and $5.00B, respectively), thereby bringing all entries within AMD's guidance. Based on the updated average, Rzborusa falls behind Zacks on EPS, but would still win the contest, and he would still have best score overall. Now it just remains to be seen whether our average matches up with reality.

Post your numbers to participate — last call!

Background Information

AMD's Q4 outlook: $5.50B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

Q3 results and scoreboards

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